/check-pricing

Check Autotask Pricing

Prerequisites

• Autotask MCP server connected and authenticated
• API user has read access to products and price lists

Steps

1. Resolve the product/service (search by name/SKU if not an ID)
2. Get the item's base pricing (unitCost, unitPrice, MSRP)
3. Look up price list entries for this item
4. Display comparison of base vs price list pricing with margins

Step 1: Find the Product/Service

If the input is not a numeric ID, search for it:

Tool: autotask_search_products
Args: { searchTerm: "$product" }

Or for services:

Tool: autotask_search_services
Args: { searchTerm: "$product" }

Step 2: Get Full Details

Tool: autotask_get_product
Args: { productId: <resolved_id> }

Step 3: Check Price List

Tool: autotask_search_price_list_products
Args: { productID: <resolved_id> }

Or for services:

Tool: autotask_search_price_list_services
Args: { serviceID: <resolved_id> }

Step 4: Calculate and Display

Show: unit cost, default price, MSRP, price list price, and margin percentage.

Parameters

Parameter	Type	Required	Default	Description
product	string	Yes	-	Product name, SKU, or numeric ID
type	string	No	product	product or service

Examples

Check pricing by name

/check-pricing product="FortiGate 60F"

Check pricing by ID

/check-pricing product=12345

Check service pricing

/check-pricing product="Managed Endpoint" type="service"

Output

Pricing for: FortiGate 60F (SKU: FG-60F)

Base Pricing:
  Unit Cost:  $850.00
  Unit Price: $1,299.00 (default)
  MSRP:       $1,499.00

Price List Pricing:
  USD: $1,199.00

Margins:
  Default margin: 34.6%
  Price list margin: 29.2%
  vs MSRP discount: 20.0%

Error Handling

Error	Resolution
Product not found	Verify name/SKU spelling, try partial search
No price list entry	Product uses default unitPrice for billing
Multiple matches	Results shown for selection, re-run with specific ID

Related Commands

• search-products - Browse the product catalog
• lookup-company - Find company for context